Advisors Moving to LPL

If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.

Current LPL Advisors

Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.

Clients of LPL Advisors

To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.

Trust Services

At LPL, you can confidently provide trust services for your clients through our affiliate, The Private Trust Company, N.A. (PTC). With PTC, you know you’re offering quality advice, as you’ll work in collaboration with experts in the implementation of trust and estate plans. This gives your clients the peace of mind in knowing that trust accounts will be handled by their own familiar financial advisor.

We enable—and encourage—clients to maintain their relationships with their trusted financial advisors, while we serve as trustee or co-trustee.

- Bethany Bryant, President, The Private Trust Company, N.A.

Trust Services with PTC Experience

Creating and administering a trust is a collaborative effort between you, your client, and your client’s tax and estate lawyers. We make it easy for you to offer trust services by working with our affiliate, Private Trust Company (PTC), a federally chartered, non-depository, limited-purpose bank licensed to provide trust and estate planning services in all 50 states. By working with PTC, you can offer personal trustee services for a variety of estate planning needs.

PTC’s dedicated trust specialists have extensive experience in implementing trust and estate plans, and they work closely with LPL’s financial advisors.

Why Choose to Work with PTC?

Simple – You manage client assets in a trust with PTC in the same way you work with LPL Advisory Services.

Comprehensive – PTC provides documentation and legislative updates to support you in placing and retaining trust accounts, as well as training opportunities to expand your trust and estates knowledge.